Old Oak Advisors, LLC

Old Oak Advisors, LLC (CRD# 159893) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $13,205,000 in 90 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1025 Montgomery Hwy., Suite 113, Vestavia Hills, AL 35216
http://www.oldoakadvisors.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $146,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, LA, TX

Financial Advisors at Old Oak Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Florio, financial advisor Vestavia Hills AL
Jeffrey M. Florio
CRD#: 6012087
1025 Montgomery Hwy., Suite 113, Vestavia Hills, AL 35216

Jeffrey Florio (CRD# 6012087) is an Investment Advisor Representative working at Old Oak Advisors, LLC in Vestavia Hills, AL and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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